Institutionelle und Fonds-Eigentümerschaft - Verkäufer
Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 43.321 | -12,13 | 3.434 | -12,62 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6.064 | -14,35 | 481 | -14,89 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 8.110 | -2,43 | 643 | -3,02 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 57.336 | -18,93 | 4.545 | -19,39 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 63.259 | -3,07 | 5.015 | -3,63 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2.833 | -8,91 | 225 | -9,68 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 280 | -99,91 | 22 | -99,92 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 27.025 | -11,22 | 2.142 | -11,71 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 38.742 | -2,23 | 3.071 | -2,79 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 36.338 | -3,35 | 2.880 | -3,90 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 51.242 | -10,83 | 4.062 | -11,35 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 38.142 | -23,66 | 3.041 | -23,82 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 30.733 | -3,88 | 2.436 | -4,43 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 3.155 | -44,90 | 250 | -45,18 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 25.762 | -19,72 | 2.042 | -20,17 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | UG Investment Advisers Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Climber Capital SA | 64.555 | -25,21 | 5.115 | -0,51 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 6.650 | -46,94 | 527 | -47,25 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 81.966 | -14,32 | 6.497 | -14,82 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 519.925 | -15,33 | 41.214 | -15,81 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10.829 | -25,49 | 858 | -25,91 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 188.305 | -1,96 | 14.927 | -2,53 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 588 | -98,44 | 47 | -98,47 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 90.698 | -2,52 | 7.190 | -3,09 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 251.044 | -2,82 | 19.900 | -3,37 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 115.485 | -1,18 | 9.154 | -1,75 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 49.119 | -0,30 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 5.721 | -6,84 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 573.702 | -3,39 | 45.477 | -3,95 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 11.243 | -21,45 | 889 | -22,15 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5.030 | -10,66 | 399 | -11,16 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 153.041 | -0,31 | 12.132 | -0,88 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 4.562 | -2,38 | 362 | -2,96 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 13.116 | -17,59 | 1.040 | -18,06 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 14.880 | -9,50 | 1.180 | -10,00 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 60.420 | -17,36 | 4.789 | -17,84 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 21.344 | -6,14 | 1.692 | 1,99 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 5.151 | -9,23 | 408 | -9,73 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 3.610 | -59,25 | 0 | |||||
| 2026-04-17 | 13F | Charter Trust Co | 69.537 | -1,14 | 5.512 | -1,69 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 63.051 | -2,10 | 4.998 | -2,65 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 50.548 | -3,07 | 4 | 0,00 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 16.854 | -18,15 | 1.336 | 133.500,00 | ||||
| 2026-02-02 | 13F | Balentine LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 20.933 | -24,19 | 1.659 | -24,63 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 11.026 | -1,76 | 874 | -2,24 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 59.652 | -4,96 | 4.729 | -5,52 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6.231 | -7,08 | 494 | -7,68 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7.346 | -2,30 | 582 | -2,84 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 264.608 | -9,05 | 20.975 | -9,58 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 9.783 | -5,48 | 776 | -6,06 | ||||
| 2026-04-21 | 13F | Maseco Llp | 411 | -60,48 | 33 | -60,98 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 5.781 | -2,17 | 458 | -2,76 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 58.403 | -21,53 | 4.630 | -21,98 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4.103 | -0,32 | 325 | -0,91 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 9 | -62,50 | 1 | -100,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 57.070 | -6,91 | 4.524 | -7,45 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 132.314 | -1,69 | 10.489 | -2,26 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 636 | -0,31 | 50 | 0,00 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 4.846 | -4,29 | 384 | -4,71 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 10.975 | -7,77 | 870 | -8,33 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 3.303 | -2,42 | 263 | -2,59 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 23.571 | -34,44 | 1.868 | -34,82 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 10.712 | -3,51 | 849 | -4,07 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 3.040 | -38,42 | 241 | -38,68 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 910 | -7,43 | 72 | -7,69 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 45.675 | -0,49 | 3.621 | -1,07 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 16.156 | -8,90 | 1.281 | -9,41 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 13.304 | -83,99 | 1.055 | -84,09 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 11.554 | -6,02 | 916 | -6,63 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3.577 | -30,11 | 284 | -30,64 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 6.638 | -3,11 | 526 | -3,66 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4.785 | -0,60 | 379 | -1,04 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 234.551 | -4,61 | 18.593 | -5,17 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | DMG Group, LLC | 5.101 | -0,86 | 404 | -1,46 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 108.093 | -0,58 | 8.569 | -1,15 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 25.854 | -8,56 | 2.049 | -9,09 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 141.069 | -2,38 | 11.183 | -2,94 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 51.158 | -6,95 | 4.079 | -7,19 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7.718 | -4,55 | 612 | -5,12 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.332 | -18,06 | 185 | -18,58 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 208.934 | -0,94 | 16.562 | -1,51 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 588.766 | -11,18 | 46.671 | -11,70 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 2.725 | -42,33 | 216 | -42,55 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 72.688 | -2,58 | 5.762 | -3,16 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8.823 | -0,47 | 699 | -0,99 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 2.148 | -19,13 | 170 | -19,43 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 28.503 | -7,69 | 2.259 | -8,21 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 104.007 | -34,12 | 8.245 | -34,50 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 23.043 | -44,66 | 1.827 | -44,98 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 19.268 | -50,53 | 1.527 | -50,82 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 144.987 | -0,48 | 11.493 | -1,05 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3.012 | -78,82 | 239 | -78,99 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 168.364 | -7,77 | 13.346 | -8,30 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 80.311 | -1,72 | 6.349 | -2,65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8.864 | -0,57 | 1 | |||||
| 2026-01-27 | 13F | Silphium Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 168.188 | -6,05 | 13.294 | -6,96 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 179.032 | -7,06 | 14.192 | -7,60 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Headinvest, Llc | 34.579 | -4,60 | 2.741 | -5,12 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 3.711 | -0,83 | 294 | -1,34 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 8.711 | -1,40 | 690 | -1,99 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 6.061 | -10,89 | 480 | -11,44 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 52.859 | -17,42 | 4.190 | -17,89 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 16.348 | -3,08 | 1.296 | -3,65 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 25.797 | -1,18 | 2.057 | -1,44 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 117.213 | -1,73 | 9.291 | -2,30 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4.396 | -9,88 | 348 | -10,31 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 336.624 | -0,53 | 26.684 | -1,10 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 9.323 | -26,15 | 739 | -26,54 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 42.270 | -4,35 | 3.351 | -4,91 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 13.253 | -1,07 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 198.680 | -13,86 | 15.749 | -14,35 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.666 | -8,69 | 291 | -9,06 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 4.938 | -0,14 | 392 | -0,76 | ||||
| 2026-05-04 | 13F | Nwam Llc | 7.308 | -18,03 | 579 | -18,57 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 1.058 | -5,96 | 84 | -6,74 | ||||
| 2026-04-10 | 13F | Novem Group | 11.746 | -1,59 | 931 | -2,10 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 29.083 | -2,39 | 2.305 | -2,95 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 26.234 | -60,37 | 2.080 | -60,61 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 54.000 | -4,80 | 4.281 | -5,35 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9.166 | -4,95 | 727 | -5,47 | ||||
| 2026-01-20 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 17.870 | -1,58 | 1.417 | -2,28 | ||||
| 2026-05-15 | 13F | EFG International AG | 56.960 | -1,69 | 4.515 | -2,25 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 40.323 | -6,08 | 3.197 | -6,63 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 27.472 | -6,52 | 2.171 | -7,34 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3.120 | -1,79 | 247 | -2,37 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 147.751 | -12,72 | 11.712 | -13,30 | ||||
| 2026-05-14 | 13F | Ade, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 116.375 | -1,92 | 9.225 | -2,48 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 4.536 | -15,09 | 359 | -15,53 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Wulff, Hansen & Co. | 13.530 | -2,98 | 1.073 | -3,51 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 32.991 | -0,26 | 2.615 | -0,83 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 28.312 | -5,37 | 2.244 | -5,91 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 4.311 | -23,55 | 341 | -24,44 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 9.856 | -2,86 | 781 | -3,34 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12.181 | -18,20 | 966 | -18,70 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 18.339 | -2,49 | 1.454 | -3,07 | ||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 4.601 | -0,26 | 365 | -0,82 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 80.240 | -1,95 | 6.361 | -2,51 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 34.605 | -4,93 | 2.743 | -5,48 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 18.207 | -19,35 | 1.443 | -19,79 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 3.364 | -2,55 | 267 | -3,27 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 23.908 | -0,20 | 1.895 | -0,79 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2.819 | -9,44 | 223 | -10,48 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 860.315 | -5,79 | 68.197 | -6,33 | ||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 23.360 | -1,81 | 1.852 | -2,37 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 14.036 | -7,15 | 1.113 | -7,72 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 125.354 | -1,39 | 9.937 | -1,96 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4.393 | -9,25 | 348 | -9,61 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 7.265 | -7,98 | 576 | -8,59 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 79.803 | -0,93 | 6.326 | -1,51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 775.950 | -7,99 | 61.867 | 92.237,31 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 2.547 | -42,02 | 202 | -42,57 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Factorial Partners, Llc | 12.000 | -48,94 | 951 | -49,23 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.625 | -96,24 | 1 | -100,00 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 79.857 | -13,51 | 6.330 | -14,01 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 85.155 | -1,30 | 6.738 | -2,26 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 5.059 | -3,45 | 401 | -3,84 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 9.073 | -0,13 | 719 | -0,69 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 875 | -9,98 | 69 | -10,39 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 69.322 | -0,74 | 5.495 | -1,31 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15.755 | -35,04 | 1.249 | -35,44 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 4.454 | -2,71 | 0 | |||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 35.876 | -3,33 | 2.849 | -3,85 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 199.279 | -1,39 | 15.797 | -1,97 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 8.478 | -3,75 | 672 | -4,27 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 365.205 | -1,26 | 28.950 | -1,83 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 13.845 | -0,04 | 1.097 | -0,63 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 10.563 | -10,37 | 837 | -10,86 | ||||
| 2026-05-13 | 13F | Cliffwater LLC | 89.515 | -0,77 | 7.096 | -1,35 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 3.592 | -6,39 | 285 | -6,89 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 96.124 | -25,40 | 7.620 | -25,83 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 11.922 | -1,35 | 945 | -1,87 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 47.492 | -13,93 | 3.765 | -14,44 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 5.063 | -13,28 | 401 | -13,76 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5.159 | -13,40 | 409 | -13,92 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 6.808 | -72,10 | 540 | -72,29 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 251 | -14,04 | 20 | -17,39 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 35.612 | -13,17 | 2.823 | -13,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Marion Wealth Management | 155.180 | -34,52 | 12.301 | -35,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 28.184 | -6,11 | 2.234 | -6,64 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.203.185 | -4,14 | 95.376 | -4,69 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 7.774 | -16,00 | 616 | -16,42 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 67.696 | -7,88 | 5.366 | -8,41 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 9.108 | -2,68 | 722 | -3,35 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 8.974 | -2,25 | 716 | -2,46 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 80.116 | -3,06 | 6.351 | -3,63 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 3.900 | -19,42 | 309 | -19,74 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 2.561 | -97,28 | 201 | -97,33 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 48.460 | -4,34 | 3.841 | -4,90 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 68.853 | -0,44 | 5.490 | -0,69 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3.254 | -19,65 | 258 | -20,19 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 31.714 | -0,46 | 2.514 | -1,06 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 69.444 | -2,31 | 5.505 | -2,88 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 19.608 | -4,48 | 1.554 | -5,01 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 8.889 | -4,82 | 705 | -5,38 | ||||
| 2026-05-14 | 13F | Prudential Plc | 13.006.934 | -3,57 | 1.031.060 | -4,13 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 41.563 | -8,09 | 3.295 | -8,63 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 146.618 | -25,82 | 11.622 | -26,25 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 55.858 | -1,51 | 4.428 | -2,08 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3.157 | -2,53 | 250 | -3,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 735 | -0,27 | 58 | 0,00 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 10.442 | -12,31 | 828 | -12,86 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 54.423 | -25,03 | 4.314 | -25,47 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 69.051 | -1,21 | 5.474 | -1,79 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | REDW Wealth LLC | 8.420 | -3,31 | 667 | -3,89 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 49.267 | -1,84 | 3.928 | -2,07 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 147.074 | -48,94 | 11.659 | -49,24 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Independence Asset Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 42.530 | -10,60 | 3.371 | -11,10 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 2.917 | -0,07 | 231 | -0,43 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 3.045.542 | -5,35 | 241.420 | -5,89 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.131 | -31,71 | 486 | -32,03 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 447.643 | -25,77 | 35.485 | -26,20 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 53.368 | -6,91 | 4.230 | -7,44 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8.221 | -2,32 | 652 | -2,98 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 54.113 | -29,70 | 4.290 | -30,10 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.213 | -17,99 | 96 | -17,95 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 33.703 | -5,94 | 2.668 | -6,58 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 704.350 | -0,93 | 55.594 | -1,92 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2.564 | -21,85 | 203 | -22,22 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 21.778 | -2,76 | 1.727 | -3,31 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 5.626 | -3,23 | 446 | -3,89 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15.837 | -1,09 | 1.255 | -1,65 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 6.889 | -17,24 | 546 | -17,65 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 37.914 | -9,47 | 3.005 | -9,98 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 954.549 | -15,33 | 75.667 | -15,82 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 37.722 | -19,08 | 2.990 | -19,54 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 85.115 | -17,35 | 6.747 | -17,82 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 139.420 | -1,65 | 11.052 | -2,22 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 375.495 | -4,80 | 29.859 | -5,05 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 43.830 | -14,37 | 3.481 | -14,68 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 396 | -59,88 | 31 | -60,26 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 547.927 | -11,42 | 43.434 | -11,93 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 12.158 | -33,19 | 964 | -33,59 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 268.589 | -5,68 | 21.291 | -6,22 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 26.344 | -49,90 | 2.088 | -50,19 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14.274 | -0,01 | 1.132 | -0,62 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 291 | -3,96 | 23 | -4,17 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 108.672 | -1,03 | 8.614 | -1,60 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 9.349 | -4,17 | 741 | -4,63 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5 | -99,53 | 0 | -100,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 235.621 | -1,35 | 18.678 | -1,92 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 24.992 | -2,42 | 1.981 | -2,99 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 11 | -83,33 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 221.955 | -0,51 | 17.594 | -1,09 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 95.076 | -14,17 | 7.537 | -14,67 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 18.370 | -1,86 | 1.456 | -2,41 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.605 | -3,02 | 127 | -3,05 | ||||
| 2026-01-29 | 13F | Comerica Bank | 226.086 | -8,48 | 18.026 | -8,71 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 478.658 | -0,64 | 37.943 | -1,21 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 769.710 | -10,84 | 61.015 | -11,36 | ||||
| 2026-01-29 | 13F | Washington Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 113 | -7,38 | 9 | -11,11 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 10.170 | -0,55 | 806 | -1,10 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 26.717 | -13,81 | 2.118 | -14,33 | ||||
| 2026-01-16 | 13F | Tenon Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3.487 | -0,54 | 276 | -1,08 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 28.359 | -1,81 | 2.261 | -1,22 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3.581 | -3,48 | 284 | -4,07 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 46.131 | -1,23 | 3.657 | -1,80 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 30.586 | -0,73 | 2.425 | -1,30 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 585.773 | -31,09 | 46.434 | -31,48 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8.689 | -8,58 | 689 | -9,11 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 4.294 | -11,97 | 340 | -12,37 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3.256 | -1,78 | 258 | -2,27 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 20.145 | -9,06 | 1.597 | 159.500,00 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 105.339 | -7,59 | 8.350 | -8,12 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 37.781 | -0,17 | 2.995 | -0,76 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 7.602 | -8,65 | 603 | -9,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5.663 | -1,72 | 449 | -2,40 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 4.598 | -3,00 | 365 | -3,45 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 14.192 | -11,58 | 1.125 | -12,04 | ||||
| 2026-05-12 | 13F | Weik Capital Management | 41.477 | -0,27 | 3.288 | -0,84 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 70.491 | -1,17 | 6 | 0,00 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 2.212 | -20,57 | 175 | -21,17 | ||||
| 2026-01-12 | 13F | First Merchants Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 415.505 | -15,79 | 31.977 | -18,82 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 3.180 | -1,82 | 252 | -2,33 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 17.620 | -4,82 | 1.397 | -5,42 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 7.690 | -10,64 | 1 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5.576 | -0,39 | 442 | -1,12 | ||||
| 2026-04-13 | 13F | Arwa Llc | 9.099 | -7,52 | 721 | -8,04 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 40.570 | -1,24 | 3.216 | -1,83 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 3.749 | -4,94 | 297 | -5,41 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 13.260 | -1,73 | 1.051 | -2,23 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 33.837 | -1,61 | 2.682 | -2,15 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.047 | -22,45 | 242 | -23,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 12.060 | -3,54 | 956 | -4,12 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 24.205 | -6,63 | 1.919 | -7,16 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 22.183 | -4,72 | 1.758 | -5,28 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3.942 | -5,31 | 312 | -5,74 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 19.159 | -12,10 | 1.528 | -12,34 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 32.616 | -4,82 | 2.586 | -5,38 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.668 | -52,88 | 291 | -53,23 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 41.054 | -93,65 | 3.273 | -93,66 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 30.270 | -4,06 | 2.399 | -4,61 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 12.142 | -1,03 | 962 | -1,64 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 86.073 | -4,04 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 16.385 | -17,32 | 1.299 | -17,85 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.628 | -34,22 | 1.001 | -34,58 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 79.078 | -13,22 | 6.268 | -13,72 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 25.946 | -6,56 | 2.051 | -7,41 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 51.707 | -2,10 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 442.058 | -46,23 | 35.042 | -46,54 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 68.383 | -7,33 | 5.421 | -7,87 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 32.103 | -2,90 | 2.545 | -3,45 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 746 | -11,82 | 59 | -11,94 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 6.575 | -27,04 | 521 | -27,44 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2.985 | -3,34 | 237 | -4,07 | ||||
| 2026-02-12 | 13F | Marex Group plc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 280.664 | -0,37 | 22.377 | -0,62 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 22.668 | -0,82 | 1.797 | -1,43 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 269.329 | -5,87 | 21 | -4,55 | ||||
| 2026-01-16 | 13F | Blossom Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 17.615 | -2,75 | 1.396 | -3,32 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 116.766 | -10,85 | 9.256 | -11,36 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 7.314 | -42,30 | 580 | -42,73 | ||||
| 2026-04-24 | 13F | Essex LLC | 231.153 | -0,45 | 18.324 | -1,03 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 13.783 | -0,60 | 1.093 | -1,18 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 2.960.848 | -0,41 | 234.706 | -0,98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 210.699 | -8,40 | 1.994 | -89,13 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 39.409 | -11,64 | 3.124 | -12,18 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 14.375 | -84,11 | 1.140 | -84,21 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 19.125 | -0,65 | 1.516 | -1,17 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 4.725 | -1,64 | 375 | -2,09 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 310.850 | -0,08 | 24.641 | -0,66 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 4.930 | -95,35 | 391 | -95,39 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 16.864 | -2,40 | 1.337 | -2,98 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 228.242 | -10,31 | 18.093 | -10,83 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 52.907 | -0,18 | 4.194 | -0,78 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 74.879 | -6,50 | 5.936 | -7,05 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 84.227 | -12,94 | 6.677 | -13,44 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 11.884 | -32,18 | 945 | -32,47 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 5.884 | -0,32 | 466 | -0,85 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 4.683 | -2,70 | 371 | -3,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 80.062 | -0,15 | 6.347 | -0,74 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 16.038 | -6,61 | 1.271 | -7,16 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 4.703 | -2,18 | 373 | -2,87 | ||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Lansing Street Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 49.030 | -2,44 | 3.887 | -3,00 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 46.371 | -1,97 | 3.676 | -2,55 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.329 | -6,20 | 343 | -6,54 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 8.797 | -0,90 | 697 | -1,41 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 7.629 | -38,45 | 605 | -38,87 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 135.922 | -0,27 | 10.775 | -0,84 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 10.039 | -0,11 | 796 | -0,75 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5.333 | -21,33 | 423 | -21,85 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 4.842 | -15,28 | 384 | -15,82 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 9.315 | -2,20 | 738 | -2,77 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 5.046 | -63,30 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Trans-Canada Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 3.945 | -38,13 | 313 | -38,58 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 39.916 | -1,10 | 3.164 | -1,65 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.126 | -1,39 | 169 | -1,75 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5.716 | -0,33 | 453 | -0,88 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 44.140 | -0,28 | 3.499 | -0,88 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 5.982 | -14,51 | 474 | -14,90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.294.527 | -16,08 | 102.320 | -16,81 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 18.859 | -4,48 | 1.495 | -5,08 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 12.736 | -4,26 | 1.010 | -4,81 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 3.798 | -19,57 | 301 | -19,95 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 970.506 | -1,02 | 76.932 | -1,59 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4.775 | -1,08 | 379 | -1,82 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 25.035 | -3,57 | 1.985 | -4,11 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 6.134 | -15,18 | 486 | -15,62 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 12.298 | -2,66 | 975 | -3,28 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 37.944 | -4,04 | 3.008 | -4,60 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 38.014 | -0,44 | 3.031 | -0,69 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 1.939 | -8,71 | 154 | -9,47 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 29.386 | -9,40 | 2.329 | -9,94 | ||||
| 2026-02-17 | 13F | Kintayl Capital LP | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 13.368 | -0,90 | 1.060 | -1,49 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 90.652 | -18,76 | 7.186 | -19,22 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.397 | -98,75 | 111 | -0,90 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 480.878 | -2,66 | 38.119 | -3,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 9.134 | -16,48 | 722 | -17,41 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 292.039 | -1,31 | 23.150 | -2,13 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 4.332 | -0,48 | 343 | -1,15 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 397.355 | -27,05 | 31.498 | -27,47 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4.758 | -26,05 | 377 | -26,37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 342.507 | -1,48 | 27.159 | -2,06 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 14.150 | -67,95 | 1.122 | -68,15 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 48.915 | -3,26 | 3.900 | -3,51 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.795 | -3,09 | 380 | -3,55 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 3.118 | -8,13 | 247 | -8,52 | ||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 5.407 | -0,70 | 429 | -1,38 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.770 | -12,71 | 299 | -13,37 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 4.304 | -7,82 | 341 | -8,33 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 5.614 | -0,55 | 445 | -1,11 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 9.395 | -8,42 | 745 | -8,94 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 6.881 | -25,17 | 545 | -25,65 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 59.726 | -2,86 | 4.734 | -3,43 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 4.607 | -2,56 | 365 | -2,93 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 13.800 | -3,50 | 1.094 | -4,12 | ||||
| 2026-01-29 | 13F | Warren Street Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 398 | -46,65 | 0 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 17.388 | -0,38 | 1.378 | -0,93 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 11.726 | -6,23 | 930 | -6,82 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 243.304 | -1,83 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 10.993 | -5,00 | 871 | -5,84 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 13.450 | -37,44 | 1.066 | -37,81 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 62.108 | -8,13 | 4.923 | -8,66 | ||||
| 2026-05-14 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 247.555 | -1,00 | 19.787 | -0,47 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 28.597 | -1,09 | 2.267 | -1,69 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 3.149 | -10,00 | 250 | -10,43 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 23.648 | -0,69 | 1.875 | -1,26 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 32.080 | -8,69 | 2.543 | -9,25 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2.730 | -29,86 | 216 | -30,55 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 4.215 | -7,79 | 334 | -8,24 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 176.638 | -0,62 | 14.002 | -1,19 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 426.460 | -15,56 | 33.806 | -16,05 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 55.821 | -6,14 | 4.425 | -6,69 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 43.968 | -2,64 | 3.485 | -3,19 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 36.288 | -4,12 | 2.877 | -4,67 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 40.551 | -14,07 | 3.214 | -14,57 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.372 | -26,25 | 267 | -26,65 | ||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 23.001 | -0,11 | 2 | 0,00 | ||||
| 2026-01-13 | 13F | Roberts Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 54.336 | -13,65 | 4.307 | -14,15 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 17.567 | -53,66 | 1.393 | -53,94 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 3.097 | -0,16 | 246 | -0,81 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 28.210 | -0,37 | 2.236 | -0,93 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 2.571 | -7,68 | 204 | -8,56 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 14.832 | -11,04 | 1.176 | -11,59 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 75.457 | -2,70 | 5.981 | -3,27 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.931 | -38,92 | 232 | -39,27 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 48.228 | -16,55 | 3.812 | -17,28 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 22.687 | -2,16 | 1.798 | -2,71 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 39.722 | -1,57 | 3.149 | -2,14 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 14.430 | -5,78 | 1.144 | -6,39 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 3.256 | -1,72 | 258 | -2,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.702 | -18,69 | 531 | -19,18 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 3.158 | -4,53 | 250 | -4,94 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 292.300 | -0,54 | 23.305 | -0,79 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 9.989 | -1,93 | 792 | -2,59 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 28.512 | -8,84 | 2.260 | -9,35 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 39.871 | -15,89 | 3.161 | -16,38 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 35.476 | -10,01 | 2.811 | -10,65 | ||||
| 2026-05-07 | 13F | First National Trust Co | 246.693 | -3,01 | 19.555 | -3,57 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 110.505 | -1,58 | 8.760 | -2,16 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.003 | -8,76 | 872 | -9,26 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 6.494 | -1,43 | 520 | -1,33 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.399 | -5,88 | 190 | -6,40 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 3.544 | -12,49 | 283 | -12,69 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 55.607 | -11,74 | 4.408 | -12,26 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 11.956 | -40,74 | 948 | -41,11 | ||||
| 2026-04-13 | 13F | Baskin Financial Services Inc. | 313.536 | -0,23 | 25 | -4,00 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 14.222 | -0,91 | 1.127 | -1,49 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 34.232 | -1,52 | 2.714 | -2,09 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 18.956 | -0,27 | 1.503 | -0,86 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 39.037 | -4,01 | 3.094 | -4,57 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 85.901 | -1,61 | 6.809 | -2,17 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 5.084 | -0,06 | 403 | -0,49 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.737 | -9,34 | 138 | -9,87 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 96.389 | -14,06 | 7.641 | -14,55 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 7.800 | -2,50 | 618 | -2,98 |
